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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wei is an Investment Advisor Representative at Creative Planning. Jennifer has been in the industry since 2022. She holds a Series 65 license. Jennifer works with a range of clients, including individuals, high-net-worth individuals, families, trusts, and retirement plans. She provides financial planning, portfolio management, and retirement planning services. Jennifer is committed to helping her clients achieve their financial goals. Jennifer is passionate about helping clients reach their financial goals and has a strong commitment to client service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
05/22/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 09/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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